Overview
Assets Under Management: $328 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 116
Average Client Assets: $2 million
Frequently Asked Questions
ADAPT WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #329448), ADAPT WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
ADAPT WEALTH ADVISORS, LLC is headquartered in ATLANTA, GA.
ADAPT WEALTH ADVISORS, LLC serves 116 high-net-worth clients according to their SEC filing dated February 07, 2025. View client details ↓
According to their SEC Form ADV, ADAPT WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
ADAPT WEALTH ADVISORS, LLC manages $328 million in client assets according to their SEC filing dated February 07, 2025.
According to their SEC Form ADV, ADAPT WEALTH ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 116
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.33
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,122
Discretionary Accounts: 1,122
Regulatory Filings
CRD Number: 329448
Last Filing Date: 2025-02-07 00:00:00
Website: https://dinsmorecomplianceservices.com